• PET - stand alone
  • The Trust offers access to a diverse spread of private equity investments principally through exposure to specialist private equity funds and co-investments in individual companies. In particular the fund manager looks to identify those with a proven ability to make excellent absolute returns over the medium to long term. The trust aims to provide shareholders with a predictable and above average dividend funded from a combination of revenue and realised capital profits.

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    Or contact your usual investment broker

  • Share price

    270.00p-4.00p

    28 September 2016

Holdings

  • Holdings % of net assets
    SEP III 6.4%
    Stirling Square Capital II 3.5%
    Argan Capital 3.3%
    Italian Portfolio 3.2%
    Inflexion 2012 Buyout Fund 3.0%
    Inflexion 2010 Fund 2.7%
    TDR Capital II 2.7%
    August Equity Partners II 2.5%
    Camden Partners IV 2.4%
    Ionisos Co-investment 2.2%
    Total 32.0%

    As at 30 June 2016

  • Share price

    270.00p-4.00p

    28 September 2016

  • Hamish Mair

    Hamish Mair

    Director and Head of Private Equity


  • Related Video

    F&C Private Equity Trust Fund Manager Video

    Citywire Wealth Manager interviews Hamish Mair, Fund Manager, F&C Private Equity Trust (12 Sep 2016). For the full interview, visit the Citywire Wealth Manager website

Past performance is not a guide to future results. The value of investments can go down as well as up.

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.

Top

 

Cookie Policy

We have published a new cookie policy. To learn more about cookies, their benefits and how we use them on our website, please read our cookie policy.

By using the site you are accepting this policy.